Mount Logan Management

RIASEC RegisteredEst. 2020

Total AUM

$2B

Discretionary

$2B

100% of AUM

Avg account

$153M

Accounts

Employees

120

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 311161
Registered since: November 5, 2020
Custodians: STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles45.63%
Insurance Companies42.74%
Investment Companies11.63%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mount Logan Management is an SEC-registered LLC that operates as a multifaceted fund manager focused on institutional clients. The firm manages pooled vehicles and investment companies, charging a mix of asset-based fees and performance fees. It registers as a manager of private funds (notably securitized asset and private equity vehicles) and does not identify as a capital allocator. Mount Logan is not positioned as an ESG-active investor and does not operate as a multi-state adviser. Its business affiliations span broker-dealer relationships, other registered advisers, CPO/CTA activity, insurance-company connections, and roles as sponsor or general partner for pooled investment vehicles.